In Pupil Manager > Contacts > Billing Details, is there a way to set "Preferred Payment Method" to "Other" by default?

It would be really useful if you could delete recurring charges/fees in bulk for just one cycle. We currently have different cycles for fees and disbursements. When a new cycle is generated the fees are automatically posted because we have set the...

If there is a pence discrepancy between invoice and purchase order, i am not able to adjust the order. Few months ago i was able to add another line to adjust the posting to required amount, and now I am not. Could you please make it possible agai...

Towards the end of term we often have multiple report cycles to be published. Yesterday, for example, we had Y7, 9, 11, 12 and 13 going out. While we had them all queued up to run, I had to leave before they had finished, so I don't know what time...

It would be really useful if timed out requisitions/orders could be saved as drafts. In a busy school office, there are often interruptions part way through processing a requisition and by the time the staff get back to it, it has timed out meanin...

Please can the 'committed' spend figure be available as an option to add to the GL, General Ledger Accounts page & the 'Balance Available' too? At present, to see the exact figures, we have to run a report for each GL Code. To have them all in...

Hi there, While working on the tracking module and creating trackers using the Gradebooks, I have discovered that I am unable to select the calculated columns using the IF statements in the Gradebooks. Could you kindly suggest a solution to this p...

Our Finance Executive with invoice generation role does not need to access the configuration screen. The configuration usually will be done by IT so it will be beneficial for access control purpose to segregate these functions and can be assigned ...

Please can we have the ability to - change the column width - export to Excelwithin Business Intelligence Setup page just as you can other iFinance pages?

Tracking model data is based on reporting cycles. For new reporting cycles, the whole time-consuming process of creating the model needs to be repeated.Please include the ability of re-using models by changing the reporting cycles.